susan lennon: building sharepoint dashboards
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Building SharePoint Dashboards
Susan Lennon MCITP (SharePoint Administrator 2010, DataBase Administration), [email protected]: susanlennonBlog: http://wss.LennonTechnologies.com/blog
SharePoint Saturday, New York CityJuly 31, 2010
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Agenda
Discuss dashboards and terminologyResources (Images, fonts, libraries)Methods to build dashboards
Using Content Editor Web Parts and Calculated Columns to build a dashboardUsing SharePoint Designer to build a dashboard
Links and questions
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Why Build Dashboards?Our bosses LOVE them!
Right Information, Right Time, Right Format
Provides similar capabilities that more expensive products
include; e.g. Performance Point or MOSS Enterprise (KPIs or
BDC); i.e. these methods work in both Windows SharePoint
Services and MOSS Standard
Dashboard is a web page containing Scorecards
Scorecards are web parts (for SharePoint) that contain KPIs
KPI is a Key Performance Indicator – a single metric or
value that is often represented graphically; e.g. red or
green stoplight, thumbs up or down, happy or sad face
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Online Samples
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Use Images from _Layouts folder
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Online Color Reference
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WingDing and Web Ding Fonts with Calculated Columns
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Online tool for Calculated Columns with embedded HTML
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Dashboard Methods
Can use embedded HTML within calculated columns to display graphics
Only works for SharePoint lists
Can use SPD and Data Form Web Parts with conditional formatting
Also works for XML, web services, databases within network, RSS
Use Wingding fonts can provide different looks (e.g. l t n C D ) – see WingDings document
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Using Calculated Columns to Build Dashboards
Add calculated column(s) to SharePoint list – building HTML strings (usually based upon other columns)
Can use SharePoint Designer (SPD) to build a workflow that updates column if calculated column does not provide enough capability
Need “special” JavaScript (see PowerPoint Notes) to render HTML on a web part page
JavaScript must be BELOW the list view web part Store JavaScript in Document Library (reusability, versioning, auditing) and refer to in a Content Editor Web Part (CEWP)
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Start with a simple SharePoint listOptionally, add a calculated SharePoint column, usually based upon another SharePoint column of type choice – this technique puts some of the control back in the hands of the end userCreate a webpart page – within an existing document library (best practice – in Sandbox DL)Use SharePoint Designer (SPD) and Data Form Web Part to create dashboard view of list with conditional formattingOptionally, use special fonts to create symbols Can add legends above or below dashboard using out of the box (OOB) Content Editor Web Part (CEWP)Data Form Web Part can be exported and used as a web part elsewhere in the site
Using SharePoint Designer (SPD) to Build Dashboards
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Data Views: Access to Data
Improved OOB support for: Lists, SQL, OLEDB, XML, SOAP Services, Server Scripts, RSS, Business Data Catalog (w/Office SharePoint Server)
NewCombine data from multiple sources into single views
NewFully extensible ASP.NET Data Source control model
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Methods to Spice-up a DFWP with SharePoint Designer (SPD)
Add a Data Form Web Part (DFWP) to a Web Part Page by either:
a) Dragging a data source into a web part zone, or
b) From the data menu select Insert Data View
Any rows or columns can be formatted with Conditional Formatting (e.g. Red if negative, Black if positive)
Images can be shown or hidden with conditional formatting
Bar charts can be built using CSS
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Create a Document Library to store web part pages
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Create a Web Part Page in the Document Library
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Open web part page in SPD
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Insert Data View into a Web Part Zone
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Once DVWP is on page, can choose columns (or add columns) to apply conditional formatting
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Export Data View Web Part as DWP to use elsewhere on site
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Resourceshttp://office.microsoft.com/en-us/sharepointtechnology/CH100650061033.aspx
http://applestooranges.com/blog/post/css-for-bar-graphs/?id=55
http://blogs.msdn.com/sharepointdesigner/archive/2008/06/27/css-style-bar-gr
aphs-using-data-views.aspx
http://blogs.msdn.com/sharepointdesigner/Default.aspx?p=2
http://blogs.msdn.com/sharepointdesigner/archive/2007/04/24/spdatasource-a
nd-rollups-with-the-data-view.aspx
http://blogs.msdn.com/sharepointdesigner/archive/2008/02/25/filtering-and-for
matting-with-date-values.aspx
http://pathtosharepoint.wordpress.com/2008/12/09/color-coding-more-exampl
es/#comment-1180
http://pathtosharepoint.wordpress.com/2009/03/02/live-demo-jquery-sparkline
s/
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Resources (continued)http://www.bitsofsharepoint.com/ExamplePoint/Site/StatusProgressBar.aspx
http://www.bitsofsharepoint.com/ExamplePoint/Site/SharePointLayoutImages.aspx
http://www.pathtosharepoint.com/sharepoint-user-toolkit/Pages/Color-Coding-Calendar-List.aspx
http://pathtosharepoint.wordpress.com/2008/09/01/using-calculated-columns-to-write-html/
http://www.w3schools.com/tags/ref_colornames.asp
http://www.endusersharepoint.com/2009/10/29/visualizing-information-in-sharepoint-demo-02-five-solutions/
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Questions?Coordinator of
Hampton Roads SQL Server and SharePoint User Group in Virginia Beach, VA http://www.hrssug.org
DOD SharePoint User Grouphttps://www.fleetforces.navy.mil/communities/spug
Susan’s blog –http://wss.LennonTechnologies.com/blogemail: [email protected] Twitter ID: SusanLennon